IFA Administrator - Putney

Blakemore Recruitment; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A well-established wealth management practice in London seeks an administrator to enhance client relations through high-quality administration support. The role offers responsibilities including client onboarding, communication management, and compliance, requiring strong organisational skills and a proactive attitude. Competitive salary and comprehensive benefits are included.

Benefits

Competitive salary

Pension and holiday allowance

BUPA Health cover

4x Life Assurance

Discretionary bonus

Market leading maternity/paternity policies

Market leading menopause policies

Qualifications

• Strong organisational and administrative skills are essential.
• Proactive approach and effective communication skills are necessary.
• Understanding and delivering accuracy is crucial.

Responsibilities

• Support Investment Managers by undertaking administrative duties.
• Ensure smooth client onboarding and maintain accuracy of records.
• Act as key contact for internal and external queries.

Skills

Organisational skills

Proactive attitude

Accuracy

Effective communication

Education

Wealth Management planning qualifications

Job description

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Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.

The Role;

To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.

Responsibilities;

• Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations
• Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
• Acting as a key contact point for all internal and external administrative queries
• Provide email, diary administration; communication support including pre and post meeting preparation and actions
• Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
• Ensure all administration follows Wealth Managements regulatory and procedural processes
• Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
• Management of account opening and closure paperwork, and fee invoicing administration
• Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
• Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
• Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations
• Compliance and other internal departments

Do you have;

• Strong organisational and administrative skills
• A responsive and proactive attitude
• Understand the importance of and can deliver accuracy
• Effective written and verbal communication skills

Qualifications;

• Suitable Wealth Management planning qualifications achieved or are working towards

On Offer;

• Competitive salary, pension & holiday allowance
• BUPA Health cover
• 4x Life Assurance
• Discretionary bonus
• Market leading maternity/paternity and menopause policies

Does this sound like it could be your next move?

Please apply or get in touch for more information